Advisor Technology
Our integrated, purpose-built technology platform provides a holistic solution that will assist you throughout every stage of the wealth management life cycle.
Leverage the TAMP built for RIAs
GeoWealth delivers technology for advisors and their clients:
Advisor Portal
Everything you need to run your firm, all in one place.
Service Center
Submit one-off or recurring trade requests to our trading desk.
Resource Center
Organize your content with folders for documents, videos, and more.
Client Portal & App
Branded interface for your clients to view their accounts, holdings and performance
Outsourced Back Office
Scale your firm faster by outsourcing repetitive tasks to our operations team.
Advisor driven, tech enabled solutions.
For Financial Advisors:
Advisor Dashboard
Your Gateway to Our Platform
The advisor dashboard acts as your landing page on the GeoWealth platform. Customize the layout to quickly display the details you need as soon as you log in.
Household View
Households, Accounts, Portfolio Sleeves
Take a deep dive into any client’s household or accounts. No two investors have the same situation, so Household View allows you to better serve specific needs.
Service Center
Submit Trade Requests to our Trading Team
Our self-serve Service Center allows advisors to submit one-off or recurring requests to raise cash, invest cash, liquidate a portfolio, and more. Our Advisor Services and Trading Teams are standing by to support these requests in real time.
Reporting Center
Design Custom Reports or Pull Standard Reports
Use our robust reporting suite to generate intra-quarter performance statements, portfolio analyses, transaction summaries, and more. Reports can be pulled ‘on-the-fly’ to share with clients in a comprehensive and clear format.
Custom Workflows
Custom Requests From Advisors to Home Offices
Our Custom Workflows functionality allows home offices to build and track custom service requests created specifically for their advisors’ needs. These workflows can be established to create requests for advisors to submit client address changes, beneficiary updates, billing changes, account closures, or any manner of firm-specific request desired for your business.
iOS & ANDROID
GeoWealth App
For Advisors and Their Clients
Access your investment information anywhere, anytime, via our intuitive mobile app. The GeoWealth app is white-labeled upon login to match your brand and color palette.
WHITE LABELING
Your Brand. Our Tech.
Your Logo. Your Color Palette. Your Branded Experience.
Our customizable platform is branded to include your logo and color palette throughout both the advisor and end-client interfaces. We offer a desktop experience, as well as a white-labeled mobile app available on iOS and Android.
Resource Center
This integrated content management center will serve as the central point for firm documentation, training videos, and more:
TRAINING
How-to videos and training documents on navigating the platform
COLLATERAL
Firm-level marketing collateral pieces & investment information
REGULATORY
Regulatory Filings and Notices: ADV, Privacy Notice, etc.
UPLOAD / DOWNLOAD
Items are sharable to and from clients and organized in folders
For Your Clients:
Client Dashboard
Your Clients’ Gateway to Our Platform
Clients can view their accounts, holdings, and performance on an easy-to-use interface that is accessed via a firm-branded website and mobile application.
Balance Sheet
Assets and Liabilities At A Glance
Our balance sheet function allows clients to see any asset and liabilities held on the platform or in outside accounts, including real assets or commodities.
MOBILE APP
App for clients of financial advisors using GeoWealth
- View your Account details, related investment activity, and performance information
- See your Asset Allocation at the Household, Client, Account, and Portfolio levels, depending on your data permissions within the app
- Access documents shared to you by your Financial Advisor
- Please note that GeoWealth’s app is only available by invite from your Financial Advisor
tech-enabled efficiency
Outsourced Back Office Solutions
Reconciliation
Data files are processed daily from each custodian and aggregation service. We make sure your accounts are reconciled each morning to ensure administrative continuity and up-to-date performance.
Aggregation
Our aggregation system efficiently reports on custodial accounts as well as assets held in outside accounts, such as 401(k) and 529 plans or private investments, so you can view your real-time full financial picture.
Billing
Our billing engine is equipped to handle quarterly or monthly billing for your firm in arrears or in advance. Billing files are generated in a format compatible for upload with your major custodian(s).
Reporting
Enterprise-level and individual client reporting are handled quickly and automatically through the GeoWealth platform, saving advisors time that can be better spent nurturing client relationships.